Added to YB: 2026-08-11
Pitch date: 2026-08-07
4763.T [bullish]
CREEK & RIVER Co., Ltd.
+0.28%
current return
Author Info
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Company Info
CREEK & RIVER Co., Ltd. engages in the production and management of creative artists and agencies, as well as rights management in Japan and internationally.
Market Cap
JPY 30.4B
Pitch Price
JPY 1.4K
Price Target
2.9K (+102%)
Dividend
3.55%
EV/EBITDA
3.81
P/E
6.60
EV/Sales
0.38
Sector
Professional Services
Category
value
My 2nd Highest Conviction Deep Dive Stock Pitch [Parts 1 - 3 Consolidated] - CREEK & RIVER Co., Ltd.
4763.T: Japanese multidisciplinary staffing/agency co at trough valuation: 4.5x EV/EBIT, 6.9x P/E, 1.45x P/B, 3.8% div, 17% ROE. 6.1bn yen net cash + 4bn FCF fuels M&A engine (Takahashi Shoten deal signals shift). Core medical (69% MD share, 25% margins) & creative growing. 40-100% upside 12-24mo. Risks: CEO focus, overpaying, AI disruption.
Read full article (32 min)